Capital View Wealth Management offers personalized investment advice and portfolio management services. They work with individuals to determine their investment objectives and risk tolerance, then develop a tailored strategy. They offer both discretionary and non-discretionary portfolio management. They also provide consulting services on specific financial topics like risk assessment and investment planning.
Assets Under Management$130M
Clients27
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
These fees apply to Large Cap or Growth & Income Portfolios. Bond portfolio fees are lower: First $4,999,999: 0.35%, $5,000,000 to $9,999,999: 0.25%, Over $10,000,000: 0.20%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...